This article discusses options and recommendations to load accounts based on file size.
Small assignment file
Assignment files smaller than 4 MB are able to load using:
- Accounts -> Import -> Import Placements (or Profiles if an Import Placement Profile has been saved)
- Runs the "ETL - Load" Job
Note
The file size of an account file to be loaded is relative. A file with 1000 accounts and 20 columns/fields per account might be small, while a file with 100 accounts and 500 columns/fields per account might be large.
Large assignment file
Assignment files larger than 4MB should be loaded using a job. Jobs can be scheduled to run large jobs to prevent slag.
- Load the File to be imported using Utilities -> File Import (File Upload Recipient = "Job User (job)"), Choose File, Upload File
- Verify that the file is loaded at Utilities -> Manage Files (Last Update (older than) = "yesterday", Lookup)
- Create a new job (Name it something like "Client Placement Loader")
- Set the job to run "On Demand"
- Add a Task for "ETL: Engine"
- In the Mask field, the uploaded file name will get entered explicitly or using a specified mask with appropriate formatting and wild cards specified
- In the ETL Profile field, a profile that has been created and tested with the same type of file will be entered
- The Job will be Run
- Once the job begins running, the status can be checked from Accounts -> Imports -> History the same way it can be followed using the ETL Load Job